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Invesco BulletShares 2025 Municipal Bond ETF (BSMP) Institutional Ownership

Invesco BulletShares 2025 Municipal Bond ETF logo
$24.42 +0.01 (+0.04%)
As of 03/25/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2025 Municipal Bond ETF (NASDAQ:BSMP)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$65.70M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$15.87M
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BSMP Institutional Buying and Selling by Quarter

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Invesco BulletShares 2025 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/19/2025Northeast Planning Associates INC. NH18,817$461K0.5%N/A0.181%
3/17/2025 Wealth Enhancement Advisory Services LLC18,605$456K0.0%N/A0.181%
2/18/2025 Fourth Dimension Wealth LLC23,381$573K0.3%N/A0.227%
2/17/2025 Waverly Advisors LLC16,648$408K0.0%+13.4%0.162%
2/17/2025 Focus Partners Wealth76,395$1.87M0.0%+4.0%0.742%
2/17/2025 EP Wealth Advisors LLC21,297$522K0.0%N/A0.207%
2/17/2025 Cetera Investment Advisers13,665$335K0.0%N/A0.133%
2/17/2025 Captrust Financial Advisors15,283$375K0.0%-28.4%0.148%
2/17/2025 Cary Street Partners Financial LLC8,705$213K0.0%N/A0.085%
2/17/2025 Bank of America Corp DE334,029$8.19M0.0%+5.6%3.243%
2/17/2025 Ameriprise Financial Inc.14,686$360K0.0%+34.1%0.143%
2/17/2025 Aptus Capital Advisors LLC85,520$2.10M0.0%+23.5%0.830%
2/14/2025 Jane Street Group LLC39,279$963K0.0%-17.2%0.381%
2/14/2025 Beacon Pointe Advisors LLC32,730$802K0.0%+9.5%0.318%
2/14/2025 Integrated Wealth Concepts LLC190,632$4.67M0.1%+29.2%1.851%
2/14/2025 MGO One Seven LLC8,377$205K0.0%N/A0.081%
2/14/2025 Stifel Financial Corp16,005$392K0.0%-20.9%0.155%
2/14/2025 OneDigital Investment Advisors LLC32,347$793K0.0%-32.5%0.314%
2/14/2025 MML Investors Services LLC99,358$2.44M0.0%+8.0%0.965%
2/14/2025 Freedom Investment Management Inc.11,488$282K0.0%N/A0.112%
2/13/2025 NewEdge Advisors LLC114,735$2.81M0.0%+0.8%1.114%
2/13/2025 Raymond James Financial Inc.143,501$3.52M0.0%N/A1.393%
2/13/2025 Advisory Services Network LLC17,252$423K0.0%+48.7%0.167%
2/13/2025 Envestnet Asset Management Inc.310,150$7.60M0.0%+50.1%3.011%
2/13/2025 Wells Fargo & Company MN682,686$16.73M0.0%+8.3%6.628%
2/12/2025 OneAscent Financial Services LLC190,958$4.68M0.4%N/A1.854%
2/12/2025 StoneX Group Inc.25,909$635K0.0%N/A0.252%
2/12/2025 Hobbs Group Advisors LLC34,807$853K0.3%-5.7%0.338%
2/11/2025 LPL Financial LLC382,339$9.37M0.0%+4.5%3.712%
2/10/2025 Thrivent Financial for Lutherans44,891$1.10M0.0%+49.9%0.436%
2/10/2025 Signaturefd LLC8,976$220K0.0%+33.2%0.087%
2/10/2025 Creative Financial Designs Inc. ADV3,094$76K0.0%-23.4%0.030%
2/10/2025 Hills Bank & Trust Co70,651$1.73M0.1%+252.9%0.686%
2/10/2025 Commonwealth Equity Services LLC278,607$6.83M0.0%-4.5%2.705%
2/7/2025 HighTower Advisors LLC54,962$1.35M0.0%+6.0%0.534%
2/7/2025 Independent Advisor Alliance27,968$686K0.0%N/A0.272%
2/7/2025 Tassel Capital Management Inc.16,324$400K0.4%N/A0.158%
2/7/2025 Voisard Asset Management Group Inc.32,616$799K0.3%+11.1%0.317%
2/7/2025 Atlantic Union Bankshares Corp244,584$6.00M0.3%+33.8%2.375%
2/7/2025 PNC Financial Services Group Inc.155,160$3.80M0.0%+90.2%1.506%
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2/6/2025 Raymond James Financial Inc.143,501$3.52M0.0%N/A1.393%
2/6/2025 Meridian Wealth Management LLC33,477$821K0.0%+9.6%0.325%
2/6/2025 Jones Financial Companies Lllp4,740$116K0.0%+116.0%0.046%
2/5/2025 First Command Advisory Services Inc.22,971$563K0.0%+127.4%0.223%
2/4/2025 Addison Advisors LLC11,075$271K0.1%+8.9%0.108%
2/4/2025 MONECO Advisors LLC67,138$1.65M0.2%+41.0%0.652%
2/3/2025 Sigma Planning Corp10,824$265K0.0%N/A0.105%
2/3/2025 Private Advisor Group LLC43,024$1.06M0.0%-5.3%0.418%
1/31/2025 Key Financial Inc127,435$3.12M0.7%+46.4%1.237%
1/30/2025 Principal Securities Inc.3,800$93K0.0%+1,420.0%0.037%
1/30/2025 Howard Wealth Management LLC12,185$299K0.2%+18.2%0.118%
1/29/2025 Collier Financial13,305$326K0.3%N/A0.129%
1/29/2025 Focus Financial Network Inc.106,671$2.62M0.1%+98.6%1.036%
1/28/2025 Stephens Inc. AR24,105$591K0.0%N/A0.234%
1/28/2025 AlphaStar Capital Management LLC48,012$1.18M0.1%+11.8%0.466%
1/27/2025 YANKCOM Partnership15,852$389K0.2%N/A0.154%
1/27/2025 Choreo LLC10,264$252K0.0%+19.5%0.100%
1/24/2025 Resonant Capital Advisors LLC66,284$1.63M0.1%-17.6%0.644%
1/23/2025 AA Financial Advisors LLC29,130$714K0.2%-27.4%0.283%
1/23/2025 Crews Bank & Trust8,060$198K0.0%N/A0.078%
1/23/2025 Masso Torrence Wealth Management Inc.25,036$614K0.3%+19.0%0.243%
1/23/2025 Asset Dedication LLC102,150$2.50M0.2%+4.4%0.992%
1/22/2025 Denver Wealth Management Inc.53,558$1.31M0.6%-1.0%0.520%
1/22/2025 Webster Bank N. A.49,904$1.22M0.1%-5.4%0.485%
1/21/2025 Precedent Wealth Partners LLC66,277$1.62M0.5%+3.7%0.656%
1/21/2025 Cornerstone Wealth Management LLC39,873$977K0.1%+16.3%0.395%
1/17/2025 Avior Wealth Management LLC1,791$44K0.0%-97.4%0.018%
1/17/2025 Davis Capital Management18,533$454K0.4%-7.2%0.183%
1/15/2025 Astoria Portfolio Advisors LLC.34,034$835K0.3%-6.6%0.337%
1/15/2025 CGN Advisors LLC61,986$1.52M0.1%-3.4%0.614%
1/15/2025 Carnegie Investment Counsel64,005$1.57M0.0%-5.6%0.634%
1/14/2025 Tlwm21,579$529K0.1%+2.2%0.214%
1/13/2025 Sentinel Pension Advisors Inc.35,506$870K0.2%+20.8%0.352%
1/13/2025 Claro Advisors LLC12,960$318K0.0%+46.1%0.128%
1/10/2025 Wealth Enhancement Advisory Services LLC18,605$456K0.0%N/A0.184%
1/7/2025 Horizons Wealth Management13,189$323K0.2%-4.4%0.131%
1/2/2025 Confluence Investment Management LLC205,599$5.04M0.1%-3.2%2.164%
12/26/2024 JPMorgan Chase & Co.28,445$697K0.0%+225.8%0.299%
11/15/2024 MML Investors Services LLC91,973$2.25M0.0%+31.6%0.968%
11/15/2024 Jane Street Group LLC47,463$1.16M0.0%-83.8%0.500%
11/15/2024 Stifel Financial Corp20,242$496K0.0%+24.3%0.213%
11/15/2024 Integrated Wealth Concepts LLC147,545$3.61M0.0%+4.7%1.553%
11/14/2024 Captrust Financial Advisors21,340$523K0.0%+6.4%0.225%
11/14/2024 Atlantic Union Bankshares Corp182,746$4.48M0.3%+36.4%1.924%
11/12/2024 Meridian Wealth Management LLC30,545$748K0.0%+19.3%0.322%
11/8/2024 Avior Wealth Management LLC68,165$1.67M0.1%+72.2%0.718%
11/8/2024 PNC Financial Services Group Inc.81,570$2.00M0.0%+28.2%0.859%
11/7/2024 Thrivent Financial for Lutherans29,948$734K0.0%+33.9%0.315%
11/6/2024 River Street Advisors LLC15,537$381K0.2%+14.3%0.164%
11/6/2024 OneDigital Investment Advisors LLC47,955$1.17M0.0%+34.4%0.505%
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11/5/2024 Paulson Wealth Management Inc.40,739$998K0.3%+17.1%0.429%
11/5/2024 Aptus Capital Advisors LLC69,219$1.70M0.0%+6.3%0.729%
11/4/2024 Addison Advisors LLC10,170$249K0.1%+22.9%0.107%
10/31/2024 Confluence Investment Management LLC212,421$5.20M0.1%-5.8%2.236%
10/29/2024 Key Financial Inc87,040$2.13M0.5%+44.1%0.916%
10/29/2024 Farther Finance Advisors LLC1,034$25K0.0%-95.9%0.011%
10/28/2024 Creative Financial Designs Inc. ADV4,041$99K0.0%N/A0.043%
10/28/2024 Hills Bank & Trust Co20,018$490K0.0%+16.6%0.213%
10/28/2024 Focus Financial Network Inc.53,715$1.32M0.1%+11.1%0.571%
10/25/2024 Voisard Asset Management Group Inc.29,354$719K0.3%+1.9%0.312%
(Data available from 1/1/2016 forward)

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BSMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMP shares?

During the previous two years, 124 institutional investors and hedge funds held shares of Invesco BulletShares 2025 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($16.73M), LPL Financial LLC ($9.37M), Bank of America Corp DE ($8.19M), CWM LLC ($8.13M), Envestnet Asset Management Inc. ($7.60M), Commonwealth Equity Services LLC ($6.83M), and UBS Group AG ($6.02M).Learn more on BSMP's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2025 Municipal Bond ETF stock?

Of the 115 institutional investors that purchased Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($386.00K), Jane Street Group LLC ($352.99K), Raymond James Financial Inc. ($287.00K), Confluence Investment Management LLC ($229.07K), Atlantic Union Bankshares Corp ($223.25K), UBS Group AG ($155.35K), and Key Financial Inc ($152.22K).

How much institutional buying is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have bought a total of 4,561,055 shares in the last 24 months. This purchase volume represents approximately $127.11M in transactions.

Which Invesco BulletShares 2025 Municipal Bond ETF major shareholders have been selling company stock?

Of the 46 institutional investors that sold Invesco BulletShares 2025 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($253.39K), Resonant Capital Advisors LLC ($110.00K), Avior Wealth Management LLC ($66.37K), Raymond James & Associates ($38.14K), CGN Advisors LLC ($38.02K), Private Advisor Group LLC ($34.08K), and Carnegie Capital Asset Management LLC ($28.90K).

How much institutional selling is happening at Invesco BulletShares 2025 Municipal Bond ETF?

Institutional investors have sold a total of 904,038 shares in the last 24 months. This volume of shares sold represents approximately $22.59M in transactions.



This page (NASDAQ:BSMP) was last updated on 3/26/2025 by MarketBeat.com Staff
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